Manage, share, and safely collaborate on client files – on any device, anytime.
Streamline your workday, improve collaboration with clients, and increase productivity on any device, any time. With ShareFile, a secure cloud-based solution, your accounting teams and clients can share and remotely access important accounting files and apps, like QuickBooks, or get IRS-accepted e-signatures. You can also co-edit files in almost real-time to ensure projects move ahead efficiently. Best of all, it can all be done through one, easy-to-access, secure interface.
We can help you meet security and compliance requirements. With bank-level data encryption and more than 25 customizable security settings, our platform lets you keep employee and accounting information safe. You can also grant or limit secure access to team members and clients through permission controls, like disabling downloading or watermarking proprietary data. And with expert support, you'll be better able to get answers to questions and maintain, SEC, HIPAA, FINRA, and CFPB compliance.
Ensure every client document is securely filed in a customizable, manageable folder that's held securely in the cloud. An intuitive, responsive user interface allows you to view, edit, and collaborate on files from any device, at any time. ShareFile also lets you quickly search, revise, and share files with colleagues across your accounting firm or clients outside your office — from any location using one secure sign-in.
Our check-in/check-out feature prevents important changes from getting lost, and it lets you see who has downloaded your accounting files for updates.
Boost efficiency and save time with guided feedback and approval workflows that you can customize and control.
Quickly move and automatically sync all of your accounting files in the cloud, so you can access, store, share, and sign data — anywhere, on any device, to any client or team member.
ShareFile has definitely made us more efficient, and it's made our operational processes a bit smoother, allowing us to have more time to actually do our jobs.
Quickly scan and save printed client files directly to ShareFile on any Fujitsu ScanSnap scanner. Not only will you reduce the amount of paper and wasted time in your office, you'll have digital copies for anywhere, anytime access.
ShareFile offers deep integration with most accounting software so you can quickly and easily link programs like QuickBooks Online with your individual account. You can then share PBC lists and files with clients and other accountants directly from QuickBooks with a few clicks — further increasing efficiency and time savings.